Institutional Ownership Ishares Msci Usa Value Factor (VLUE)
This table provides information about the institutional ownership of Ishares Msci Usa Value Factor (VLUE). We have compiled data on the 496 institutions that hold shares in the stock, with a total of 50.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
38,000
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2025
Added 171.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
37,588
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
37,269
shares
|
$4.87 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
35,324
shares
|
$4.62 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
31,261
shares
|
$4.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
30,294
shares
|
$3.96 Million
0.56% of portfolio
|
Q2 2025
Reduced 6.24%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
30,248
shares
|
$3.95 Million
2.12% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
29,535
shares
|
$3.86 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
29,094
shares
|
$3.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
28,877
shares
|
$3.77 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
28,589
shares
|
$3.74 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
28,385
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
28,020
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,401
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
27,376
shares
|
$3.58 Million
0.74% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
27,175
shares
|
$3.55 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
26,243
shares
|
$3.43 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
26,000
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,995
shares
|
$3.4 Million
0.17% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
25,268
shares
|
$3.3 Million
0.88% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,019
shares
|
$3.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,433
shares
|
$3.19 Million
0.05% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
24,200
shares
|
$3.16 Million
0.95% of portfolio
|
Q3 2025
Reduced 51.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,293
shares
|
$3.04 Million
0.06% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
23,012
shares
|
$3.01 Million
1.21% of portfolio
|
Q3 2025
Reduced 5.65%
|
|